Full-Time
Junior Operations Specialist Intern
IRA
Oppenheimer & Co. Inc.
Global wealth management and investment bank
No salary listed
Troy, MI, USA
In Person
 Finance & Banking (1) |
|---|
- Experience in a corporate environment, ideally within the financial services industry, is preferred.
- Knowledge of individual retirement accounts and retirement plans is preferred.
- Basic arithmetic skills are required.
- Ability to interface and communicate with employees and management at all levels in a professional, timely, and friendly manner is required.
- Excellent verbal and written communication skills are required.
- Ability to work independently is required.
- Apply knowledge of individual retirement plans, including account contributions, transfers, rollovers, conversions, journals, recharacterizations, and distributions.
- Apply knowledge of qualified retirement plans, including contributions, distributions, third-party distributions, loans, and terminating plans.
- Navigate and understand the FINET system relevant to the department.
- Process death claims.
- Participate in ad hoc project work as assigned.
- Experience in a corporate environment, ideally within the financial services industry.
- Knowledge of individual retirement accounts and retirement plans.
Oppenheimer & Co. Inc. is a global financial services firm serving clients since 1881, offering wealth management, capital markets, and investment banking. Services include financial planning, equities and fixed income trading and research, and M&A and capital-raising advisory for institutions and mid-market companies. What sets Oppenheimer apart is pairing over a century of experience with tailored, research-driven strategies for individuals and institutions alike. The goal is to help clients grow and protect wealth across market conditions.
Company Size
N/A
Company Stage
IPO
Headquarters
Minneapolis, Minnesota
Founded
1881
Simplify's Take
What believers are saying
- Q2 2026 revenue rose 21.9% to $454.9 million, with record AUA levels.
- Advisory fees surged 150% in H1 2026, led by strong middle-market execution.
- Public Finance added Bruce Rideaux and Lauren Carter, deepening Texas infrastructure and municipal coverage.
What critics are saying
- The $70 million cash-sweep settlement hit Q1 2026 earnings and invites new claims.
- Legal fees and stock-based compensation pressure margins while revenue depends on volatile capital markets.
- Advisor departures to LPL and Cetera keep threatening wealth management scale and retention.
What makes Oppenheimer & Co. Inc. unique
- Oppenheimer pairs $154.7B AUA with 934 advisors across 88 U.S. branches.
- Beth Coolidge’s Public Finance franchise climbed to No. 18 in 2026 underwriting.
- Private Client specialists target athletes and NIL clients through Robinson Group’s customized platform.
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Company News
NYXH stock jumps as ACCCESS trial de-risks sleep apnea bet. TIM BOHEN - UPDATED SEP. 3, 2026, 8:34 AM ET Nyxoah SA stocks have been trading up by 13.25 percent following highly positive clinical progress for its sleep apnea therapy. Key takeaways For NYXH traders. * Breakthrough ACCCESS U.S. trial for Genio in complete concentric collapse sleep apnea hit both 12-month efficacy endpoints with no device-related serious adverse events, backing an FDA PMA supplement filing. * The ACCCESS study delivered a 77.2% responder rate and clean safety profile, targeting a currently untreated obstructive sleep apnea population in the U.S. market. * Oppenheimer slashed its NYXH price target to $4 from $13 but kept an Outperform rating after €7.7M Q2 revenue, including €5.2M from the U.S., and reiterated FY26 guidance. * Cantor Fitzgerald and Piper Sandler both cut NYXH targets but maintained Overweight ratings, pointing to strong commercialization progress and a solid platform for future growth. * Wall Street's mean NYXH target near $6.01 sits well above a roughly $1.41 share price, even after a 15% pop on the ACCCESS news. Live Update At 08:33:36 EDT: On Thursday, September 03, 2026 Nyxoah SA stock [NASDAQ: NYXH] is trending up by 13.25%! Discover the key drivers behind this movement as well as its expert analysis in the detailed breakdown below. Quick financial overview. NYXH has been trading like a classic small-cap biotech: tight range, low price, and sudden bouts of momentum. The multi-day chart shows shares mostly stuck between $1.50 and $1.65, with recent closes clustering around $1.51. That tells traders the market was in "show me" mode before the latest ACCCESS catalyst hit. Intraday, NYXH has flashed clear volatility bands. On the 5-minute chart, the stock swung between roughly $1.65 and $1.81, with multiple failed pushes above the $1.78-$1.80 area. That overhead zone now matters. Short-term traders will watch whether NYXH can hold over the mid-$1.70s on volume as confirmation the ACCCESS news is pulling in fresh buying. On the fundamental side, Nyxoah SA remains early-stage. Around $10.02M in trailing revenue and a price-to-sales near 12.9 show traders are paying up for future growth, not current profits. Returns on assets and equity are negative, and pretax margins are deeply in the red, underscoring NYXH as a high-risk development story. With roughly $48.0M in cash and 184 employees, NYXH has some runway, but execution on U.S. growth and regulatory expansion will drive the next leg of the chart. Why traders are watching NYXH after ACCCESS. NYXH finally gave traders what they wanted: hard clinical data in a tough patient group. The U.S. pivotal ACCCESS trial for Nyxoah's Genio system in obstructive sleep apnea patients with complete concentric collapse hit both co-primary efficacy and safety endpoints at 12 months. A 77.2% apnea-hypopnea index responder rate and zero device-related serious adverse events is not just a nice line in a press release. For NYXH, it is the core de-risking event. This matters because the target group is currently underserved in the U.S. Existing hypoglossal nerve stimulation systems generally exclude complete concentric collapse patients. If NYXH secures an FDA PMA supplement and expands the Genio label, it opens a fresh slice of the market rather than just fighting for share in a crowded lane. The market reaction backs that up. NYXH climbed about 15% on the ACCCESS headline, a big move for a stock hanging near $1.50. That kind of spike tells traders the street sees real value in the data, not just another incremental update. At the same time, the analyst backdrop around NYXH is more nuanced. Oppenheimer chopped its price target to $4 from $13, even after highlighting €7.7M in Q2 revenue, with €5.2M coming from the U.S. in only the third full commercial quarter. Cantor Fitzgerald trimmed its NYXH target to $6 from $11 but flagged 89 new U.S. accounts and 55 additional surgeons in Q2, backing a 10%-15% market share goal. Piper Sandler slid its target from $7 to $6 and still calls NYXH Overweight. Put that together and you get a classic setup: NYXH is a beaten-down growth name with upgraded clinical proof, accelerating U.S. commercialization, and a Street consensus target near $6.01 versus a roughly $1.41 stock. That gap will attract momentum and swing traders, but only if the tape confirms with sustained volume and higher lows. Conclusion. For active traders, NYXH is now a textbook catalyst play layered on top of a long-term growth story. The ACCCESS data gives Nyxoah SA something most small med-tech names never get: strong efficacy, clean safety, and a clear regulatory path toward a label expansion in a currently untreated U.S. population. That is why NYXH ripped on the headline and why the story does not end with one green day. The fundamentals still look early-stage. NYXH runs negative margins, leans on its cash pile, and trades on future expectations. But the balance sheet shows about $48.0M in cash and a modest liability stack, giving Nyxoah SA time to push Genio deeper into the U.S. market. With 89 new accounts and dozens of added surgeons in Q2, the commercial engine is actually moving, not just promised on a slide deck. Wall Street's stance reflects that tension. Price targets for NYXH are lower across Oppenheimer, Cantor, and Piper, yet all three keep positive ratings and medium-term growth narratives intact. For chart-driven traders, that means respecting both sides: the upside implied by a consensus target roughly four times the recent share price, and the risk that execution or FDA timing slips. As Tim Bohen, lead trainer with StocksToTrade says, "I focus on momentum that's visible right now. Speculation on future moves is outside my playbook." For many short-term traders, that means keying in on the actual price action around these catalysts rather than building elaborate long-range scenarios. As Tim Sykes likes to say, "Patterns repeat, but it's your job to be prepared when they do." NYXH now fits the pattern of a small, speculative biotech with a real catalyst, a sharp re-rating, and plenty of volatility. For traders studying NYXH, that means focusing on the chart, respecting the risk, and treating every move as an educational case study - not a guarantee. This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Its coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, StocksToTrade, Inc. break down the events that can spark significant price action. Looking to level up your trading game? Explore StocksToTrade, the ultimate platform for traders. With powerful tools designed for swing and day trading, integrated news scanning, and even social media monitoring, StocksToTrade keeps you one step ahead. Once your watchlist is set, take the next step and trade with confidence using StocksToTrade's robust platform. Don't miss out - grab your 14-day trial for just $7 and experience the edge you need to thrive in today's fast-paced markets. What happens on Wall Street every Friday afternoon. There's a pattern in small cap stocks that most retail traders have never noticed. A disproportionate number of companies release their biggest news late on Friday afternoon, right as institutional trading desks are already checking out for the weekend. Millionaire trader Tim Sykes has built a specific strategy around that window, when news is breaking but the big money isn't around to react to it until Monday. He calls it the Weekend Gap, and he recorded a free video explaining how he trades it.
Oppenheimer welcomes Joel Berry II and expands North Carolina Private Client team focused on advising athletes. Aug 31, 2026, 06:00 ET Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape NEW YORK, Aug. 31, 2026 /PRNewswire/ - Oppenheimer & Co. Inc. ("Oppenheimer"), a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina. Led by Tanner G. Robinson, AIF(R), CFP(R), Managing Director and Financial Advisor, the team advises high-net-worth individuals and families, elite athletes, institutions and corporations. Its highly customized approach combines disciplined investment management with proactive financial planning and a high-touch service model. As of June 30, 2026, the Robinson Private Client Group advised on more than $6 billion in client assets. Berry joins Oppenheimer after several years with Truist Financial and will help expand the Robinson Private Client Group's work with current and former athletes, including student-athletes navigating the evolving Name, Image and Likeness (NIL) and revenue-sharing landscape. "We are pleased to welcome Joel to Oppenheimer," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "He has a clear vision for how he wants to serve clients and build his practice, and our job is to help him bring that vision to life. That means giving him the platform and resources needed to succeed." During his career, Berry has worked closely with athletes, including professional players and high school and collegiate student-athletes adjusting to the financial opportunities created by NIL. His own experience in college and professional basketball gives him a firsthand understanding of the pressures, responsibilities and decisions that can come with athletic success. Before entering wealth management, Berry was a four-year starter and team captain for the University of North Carolina (UNC) men's basketball team. He earned his bachelor's degree from UNC and helped lead the Tar Heels to the 2017 NCAA national championship, earning Final Four Most Outstanding Player honors. He later played professional basketball and currently works as a commentator for the ACC Network. "Joel brings real-world experience advising individuals, families and business owners, along with firsthand insight into the financial lives of athletes," Robinson said. "He understands how to build lasting relationships, ask the right questions and help clients make thoughtful decisions as their circumstances change. His perspective will strengthen our team and help us expand the range of people we serve." Berry concluded, "My own career showed me how quickly life can change and how valuable it is to have trusted advice along the way. I bring that perspective to every client relationship, whether I am working with a family, a business owner or an athlete. Oppenheimer and the Robinson Private Client Group give me the resources and expertise to help people plan with confidence and make sound decisions about their future." About Oppenheimer Holdings Inc. Oppenheimer Holdings Inc., through its principal subsidiary Oppenheimer & Co. Inc. and related entities, provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, businesses and institutions. For more information, please visit www.oppenheimer.com. Media Contact: Michael Dugan Haven Tower Group LLC 424-317-4852 [email protected] SOURCE Oppenheimer & Co. Inc.
Jorge Montealegre: fraud complaint against Oppenheimer advisor. Coral Gables, Florida financial advisor Jorge Montealegre (CRD# 1799139) allegedly recommended an unsuitable investment strategy, according to a recent investor complaint. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Oppenheimer. Mr. Montealegre's BrokerCheck report discloses multiple investor complaints. The most recent, filed in July 2026, alleges that as an Oppenheimer representative, he acted negligently, made material misrepresentations and omissions, committed fraud, breached contract, violated FINRA rules, and recommended an unsuitable investment strategy. The pending complaint alleges unspecified damages. In a statement included with the complaint's disclosure, Mr. Montealegre defends himself against the allegations. "I at all times conducted myself in an appropriate and professional manner," he writes. "I deny all allegations of wrongdoing, and intend to vigorously defend myself against the false, unwarranted and unsubstantiated allegations." An earlier investor complaint, filed in 2007, alleged that as a representative of UBS International, he made an unauthorized mutual fund trade. The complaint reached a settlement of $2,777.29. For reference, FINRA rules require broker-dealers and their representatives, like Mr. Montealegre, to follow the suitability standard. As outlined by FINRA Rule 2111, this rule states that they may only recommend their customers invest in products and strategies that are appropriate for the customers' individual investment profiles. This includes factors such as the client's investment goals, investment experience, liquidity needs, age, net worth, risk tolerance, and income. The suitability standard is similar to but distinct from the fiduciary standard followed by investment advisers, which requires placing the investor's interests above the adviser's. According to the Financial Industry Regulatory Authority, Jorge Montealegre holds 38 years of securities industry experience. Based in Coral Gables, Florida, he has been registered as a broker and an investment advisor with Oppenheimer since 2007 and 2008, respectively. His past registrations include UBS International, UBS Painewebber, Prudential Securities, and Lehman Brothers. His credentials include the passage of five securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the General Securities Representative Examination, or Series 7; the National Commodity Futures Examination, or Series 3; the Uniform Investment Adviser Law Examination, or Series 65; and the Uniform Securities Agent State Law Examination, or Series 63. He holds 7 state licenses. (Information current as of August 25, 2026.) Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call Carlson Law at 888-976-6111 or complete its contact form for a free and confidential consultation. By Chase Carlson | Posted on August 25, 2026
Hires Bruce Rideaux and promotes Lauren Carter as Public Finance business continues to expand. Oppenheimer & Co. Inc. August 24, 2026 Senior personnel moves strengthen leadership and add specialized capabilities in key areas of the Municipal market. Head of Public Finance Elizabeth (Beth) Coolidge elected to MSRB Board, underscoring strength of Oppenheimer's Public Finance franchise. NEW YORK, August 24, 2026 - Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced the hiring of Bruce Rideaux as a Managing Director in Public Finance and the promotion of Lauren Carter to Head of Negotiated Underwriting, continuing the firm's expansion of its Public Finance and Municipal Capital Markets businesses. Rideaux, who is based in Dallas, brings 20 years of experience advising on large, complex project financings and public-private partnerships in Texas, with expertise in the transportation sector. Carter will assume leadership of Negotiated Underwriting following the retirement of Beth Wolchock, formerly Managing Director and Head of Municipal Underwriting, while maintaining her existing responsibilities in competitive underwriting. So far in 2026, the firm is ranked No. 18 in long-term competitive underwriting, up 28 spots from its No. 46 ranking for full-year 2025.** The transition provides continuity within a key part of Oppenheimer's municipal business while expanding Carter's leadership responsibilities across the platform. The personnel moves also build on a period of continued investment in Oppenheimer's municipal businesses. Carter joined Oppenheimer in March as part of an expansion that also included Matt Davis, Managing Director, Head of Competitive Municipal Underwriting, and Brendan Shanahan, Managing Director, Municipal Trading. Together, the additions significantly strengthened the firm's underwriting, sales and trading capabilities. "Bruce's addition and Lauren's expanded leadership role reflect the continued growth of our Public Finance business and the depth we are building across the platform" Peter Albano, Senior Managing Director and Global Head of Fixed Income at Oppenheimer "Bruce's addition and Lauren's expanded leadership role reflect the continued growth of our Public Finance business and the depth we are building across the platform," said Peter Albano, Senior Managing Director and Global Head of Fixed Income at Oppenheimer. "Bruce brings significant experience in complex project finance and public-private partnerships in Texas, while Lauren gives us proven leadership across both negotiated and competitive underwriting." Adding to the franchise's momentum, Elizabeth (Beth) Coolidge, Head of Public Finance, was recently elected to the Municipal Securities Rulemaking Board (MSRB) Board of Directors, reflecting her standing in the industry and the leadership Oppenheimer has built within Public Finance. Coolidge will serve a four-year term beginning October 1, 2026. She has led Oppenheimer's Public Finance business since joining the firm in 2024, spearheading an expansion that has increased the firm's senior-managed negotiated par by 200% compared with full-year 2023 levels.** "Beth's election to the MSRB Board is a well-deserved recognition of the leadership, judgment and experience she has brought to the municipal finance industry throughout her career," said Robert Lowenthal, President and CEO of Oppenheimer. "It also speaks to the strength of the leadership team we have assembled as we continue investing in and expanding our Public Finance franchise." Rideaux has extensive experience working with complex issuers, including state and local governments, utility systems and transportation organizations, as well as on public-private partnerships. Over the course of his career, he has advised on more than $35 billion in financings, with a particular focus on major infrastructure and transportation projects. Prior to joining Oppenheimer, Rideaux held positions at Hilltop Securities, PFM Financial Advisors and UBS. He holds a B.A. in Mathematics from The University of Texas at Austin and an M.B.A. in Corporate Finance and Strategy from Southern Methodist University. Carter has nearly 25 years of municipal experience across competitive and negotiated transactions. Prior to joining Oppenheimer, she was a Managing Director at Janney Montgomery Scott. She has consistently ranked among the leading competitive underwriters nationally. "Public Finance has strong momentum because we continue to build our business around what our clients need from us," Coolidge said. "As their financing needs have become more complex, we have added experienced people, broadened our capabilities and strengthened our leadership. Bruce's addition and Lauren's expanded role are the latest examples of that investment, positioning us to serve clients at a higher level as our industry continues to evolve." **(Source: Bloomberg, League Tables, US Municipal Long-Term Competitive). About Oppenheimer Holdings Inc. Oppenheimer Holdings Inc., through its Oppenheimer & Co. Inc. subsidiary and related entities, provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, businesses and institutions. For more information, please visit oppenheimer.com.
Oppenheimer hosts fifth annual Next-Gen peer-to-peer forum. Oppenheimer & Co. Inc. August 19, 2026 Approximately 60 Financial Advisors representing $7.2 billion in client assets gather in New York City. Annual program reflects Oppenheimer's continued investment in the development and long-term success of its next generation of advisors. NEW YORK, August 19, 2026 - Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), recently hosted its fifth annual Next-Gen Peer-to-Peer Forum in New York City, bringing together approximately 60 Financial Advisors from across the country. Held at One World Trade Center overlooking Lower Manhattan, the program gave attendees an opportunity to exchange ideas, discuss common challenges and learn from one another. Collectively, the participating advisors represent approximately $7.2 billion in assets under management and $41 million in annual revenue. "Now in its fifth year, the Next-Gen Peer-to-Peer Forum reflects Oppenheimer's commitment to investing the time and resources into developing the next generation of advisors," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "The event brings together advisors who are building substantial businesses but at the same time navigating similar challenges. By giving them a setting to speak candidly and share practical insights, we help them strengthen how they serve clients and continue growing their practices." "Now in its fifth year, the Next-Gen Peer-to-Peer Forum reflects Oppenheimer's commitment to investing the time and resources into developing the next generation of advisors" Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division Oppenheimer developed the Next-Gen Peer-to-Peer Forum to help emerging leaders develop the skills, relationships and perspective required to build successful careers. The program forms part of the firm's broader investment in the long-term success of its advisor workforce. Discussions throughout the program focused on the issues shaping the future of the wealth management industry and the decisions that will influence the growth of attendees' businesses. Topics included building scalable practices, developing effective teams, incorporating artificial intelligence and other technologies to improve efficiency, differentiating investment advice and positioning practices to meet the evolving expectations of future generations of clients. The Forum also encouraged attendees to challenge conventional thinking and offer candid perspectives on what it takes to compete in a rapidly changing industry. Their engagement, thoughtfulness and willingness to contribute underscored the strength of Oppenheimer's next generation of advisors. "The Peer-to-Peer Forum works because the advisors drive the conversation," said Nicholas Siconolfi, Managing Director and Head of National Sales for Oppenheimer's Private Client Division. "Each of our Next Gen advisors brings a unique perspective, but they all share a common goal of continuously enhancing the client experience while building practices designed to endure and adapt. The ideas exchanged throughout the forum help shape the future of our firm. Our advisors learn from one another, and as leaders, we gain invaluable firsthand insight into what they need to succeed. Every year, this event reinforces that the future of our firm is in very capable hands." "Oppenheimer is an ideal place for advisors to build and grow their careers over time," Harrington added. "We are committed to giving talented advisors the tools, resources and support they need to succeed, and the Next-Gen Peer-to-Peer Forum is an important part of that commitment. It helps emerging leaders strengthen their professional networks, develop as business owners and play a meaningful role in the future of the firm. We believe the most important investment we can make is in our people. The firms that endure are those that develop talent, not simply acquire it. By bringing together advisors who are committed to building exceptional practices, we are helping to develop the next generation of leaders while strengthening the long-term future of Oppenheimer and the clients we serve." About Oppenheimer & Co. Inc. Oppenheimer & Co. Inc., a major subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), is a leading middle-market investment bank and full-service broker-dealer. The firm provides a broad range of investment banking, securities brokerage and wealth management services to corporations, institutions and high-net-worth individuals.